Private Wealth Client Service Associate

The Toronto-Dominion Bank (Canada); Owen Sound; On-site; CAD 43,000 - 57,000; Full time

Job summary

TD Private Wealth Management is seeking a dedicated PIA Client Service Associate in Owen Sound, Ontario. You will support Investment Advisors with client meetings, prepare documentation, and create client reports.

This frontline role focuses on meticulous service and reliable client communication to sustain high-value relationships. Ideal candidates have an undergraduate degree or college diploma, 1–2 years in banking or administrative settings, and CIRO licensing eligibility.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).
• 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields.
• Strong communication skills with the ability to build relationships, confidentially and independently.
• Knowledge of wealth management and/or operations is an asset.
• Knowledge of investment products is an asset.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors for client meetings.
• Create reports for analysis of client accounts and identify referral opportunities.
• Capture leads and ensure correct referral coding administration.
• Submit marketing pieces for approval and assemble client information packages.
• Adhere to compliance requirements and maintain account documentation and marketing materials.
• Provide a high level of client service via phone, email, and in-person interactions.
• Deliver exceptional client experiences and maintain discretion in workload.
• Participate in team activities and keep colleagues informed of status and progress.

Skills

Strong communication skills

Client relationship building

Team collaboration

Knowledge of wealth management

Investment products knowledge

Education

Undergraduate degree or college diploma

Job description

TD Private Wealth Management is seeking a dedicated PIA Client Service Associate in Owen Sound, Ontario. You will support Investment Advisors with client meetings, prepare documentation, and create client reports.

This frontline role focuses on meticulous service and reliable client communication to sustain high-value relationships. Ideal candidates have an undergraduate degree or college diploma, 1–2 years in banking or administrative settings, and CIRO licensing eligibility.